Executive Wealth Management, LLC Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Executive Wealth Management is an esteemed, fee-based independent advisory firm founded in 1981 by Albert P. Herzog, III, MBA, CFP, ChFC. Executive Wealth Management has pioneered portfolio management with our proprietary Protactical™ investment process. We are entrusted with over $575 million in assets, the majority of which are managed through our fee-based models.

Find Executive Wealth Management, LLC employees' phone numbers or email addresses

Executive Wealth Management, LLC Global Highlights

North America
30

United States Of America
30

Executive Wealth Management, LLC's Leadership

M. L.
Chief Operating Officer
Mobile Phone
Email
A. H.
President, Principal
Mobile Phone
Email
H. A.
Office Manager
Mobile Phone
Email
A. L.
Investment Advisor Representative With Executive Wealth Management
Mobile Phone
Email
A. R.
Executive Assistant
Mobile Phone
Email
C. L.
Executive Assistant
Mobile Phone
Email
E. H.
Compliance Analyst
Mobile Phone
Email
E. E.
Registered Sales Assistant
Mobile Phone
Email

Executive Wealth Management, LLC Employee Metrics

100%

50%

0%

2026

2025

Community & Social Services
Banking
Business
Finance
Accounting
Other

Contact profiles from Executive Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

A. H.
President, Principal
Mobile Phone
Email
United StatesMichigan
Jan 14, 2025
M. L.
Chief Operating Officer
Mobile Phone
Email
United StatesMichigan
Nov 13, 2025
H. A.
Office Manager
Mobile Phone
Email
United StatesMichigan
Feb 19, 2025
A. L.
Investment Advisor Representative With Executive Wealth Management
Mobile Phone
Email
United StatesMichigan
Aug 03, 2025
A. R.
Executive Assistant
Mobile Phone
Email
United StatesMichigan
Oct 18, 2024
C. L.
Executive Assistant
Mobile Phone
Email
United StatesMichigan
Oct 22, 2024
E. H.
Compliance Analyst
Mobile Phone
Email
United StatesMichigan
May 14, 2025
E. E.
Registered Sales Assistant
Mobile Phone
Email
United StatesPennsylvania
Apr 26, 2025

Frequently Asked Questions

What is Executive Wealth Management, LLC known for?

Executive Wealth Management, LLC operates in the Financial Services industry. The company's main headquarters is located in 135 West North Street Suite 1 Brighton, Michigan 48116 United States; you can contact the main corporate office by phone at

+1-810-229-****

. Explore Executive Wealth Management, LLC's company overview page for more information.

What is Executive Wealth Management, LLC's most common email format?

Executive Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Executive Wealth Management, LLC email formats with LeadIQ.

How many employees does Executive Wealth Management, LLC have currently?

Executive Wealth Management, LLC has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Executive Wealth Management, LLC's key employees and leadership?

As of February 2026, Executive Wealth Management, LLC's key employees include:

Chief Operating Officer: M. L.
President, Principal: A. H.
Office Manager: H. A.
Investment Advisor Representative With Executive Wealth Management: A. L.
Executive Assistant: A. R.

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